Keeping your organisation's information safe and protected from those with malicious intent has long been a priority of businesses. Whilst there are lots as a CRM provider that we do to ensure that your data is protected we thought we’d compile a ...

Graham Bell

August 10, 2020 16:34

When creating a Donorfy account, the person setting up your Donorfy database will have agreed to the following items: Terms and Conditions Privacy Notice Agreed to pay via Direct Debit - Professional Plan Sometimes, the documents for these items...

Graham Bell

January 16, 2020 09:30

Do you have an idea to improve Donorfy? Great, click the link below and add your suggestion to the feature update requests page. All feature requests are looked at and considered for potentially taking forward within the product development.  http...

Graham Bell

March 01, 2019 16:54

If you create a download file which includes names or addresses containing diacritics (i.e. accents) then you may find that when you open the file in Excel that the diacritics are not properly displayed - however if you open the file in other prog...

Ben Brett

January 09, 2017 15:02

If you are not able to log in due to your password either not working or you’ve forgotten your password, you can easily reset the password by requesting a new one. To request a new password from your login page (https://app.donorfy.com/) Click on...

Graham Bell

January 23, 2019 12:11

To change your username or change or reset your password sign on to Donorfy - your  initials will be displayed at the top on the righthand side - see example below     When you click on your name a form will be displayed that will enable you to m...

Ben Brett

April 27, 2015 07:40

If the dates in Donorfy are not shown in UK format (dd/MM/yyyy) then this normally means your browser has not been set to show UK dates.  It's very simple to change the settings on your browser.    If you are using Google Chrome: Go to Chrome Opt...

Andy Hopkins

June 02, 2015 17:22

If your dates are displaying in US format try these steps - open System Preferences on your Mac and then go into Language & Region Use the + button to add the correct language (e.g. English (UK)) to the preferred language list Make sure the ...

Ben Brett

April 01, 2016 09:38

You need to be a Donorfy admin to do this - go to settings and click on configuration From the drop-down list select 'System Settings' - your Donorfy API key will be displayed.

Ben Brett

May 08, 2015 14:11

Donorfy sends notifications when you appear to have signed in from a new device - this is a warning in case someone is using your sign-on. The notification includes information about when and where the sign on happened, for example:   The locatio...

Ben Brett

May 11, 2017 12:51

You can copy a constituent's address to your clipboard so you can paste it into another document - e.g. in Word. If the constituent has a postal address a copy to clipboard button is shown above the address - as shown in the example below  When y...

Ben Brett

November 02, 2018 11:12

You may get items in your Send to Donorfy review list with strange email addresses or email addresses you do not recognise - see example below. This can happen when you forward an email you have received to your Send to Donorfy email address - Don...

Ben Brett

January 25, 2017 10:41

The way in which are displayed in Donorfy or appear after being uploaded or downloaded can occasionally take a different format from what you were expecting. For example, you may have uploaded a file containing dates that appeared to be dd/mm/yyyy...

Ben Brett

May 05, 2016 17:27